Harspring Capital Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Harspring Capital Management, LLC reported 18 stock positions worth $394.9 million. Its top holding was Cogent Communications Holdin (CCOI) at 16.8% of the portfolio, followed by Enstar (ESGR, 15.1%) and Amazon.com (AMZN, 9.3%). Compared with Q1 2024, it opened 1 new position, added to 4 and reduced 6. The biggest buy was Enstar (ESGR, shares +4%) and the biggest sale People (PPLI, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001652327
- Portfolio Value
- $394.9M (Q2 2024)
- SEC Filing
- 0001652327-24-000004 ↗ filed Aug 13, 2024
Holdings Value
Holdings 18 stocks · $394.9M
| CCOI Cogent Communications Holdin | 16.81% | 1,176,500 | $66.4M | Add +6.0% |
| ESGR Enstar Group Ltd. | 15.09% | 195,000 | $59.6M | Add +3.6% |
| AMZN Amazon.com Inc. | 9.26% | 189,200 | $36.6M | Reduce -9.6% |
| META Meta Platforms Inc. Class A | 9.09% | 71,200 | $35.9M | Reduce -12.3% |
| PPLI People Inc. filed as IAC INC | 8.42% | 710,000 | $33.3M | Reduce -17.4% |
| ENVA Enova International Inc. | 6.78% | 430,000 | $26.8M | No change |
| NWSA News Corp. Class A | 5.73% | 821,500 | $22.6M | Reduce -5.6% |
| GOOG Alphabet Inc. Class C | 5.46% | 117,650 | $21.6M | Reduce -7.8% |
| UHAL.B U-Haul Holding Co.-Non Voting | 4.31% | 283,500 | $17.0M | Reduce -2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.61% | 35,000 | $14.2M | No change |
| RUSHA Rush Enterprises Inc. Class A | 3.50% | 330,000 | $13.8M | No change |
| OEC Orion SA | 3.14% | 565,000 | $12.4M | No change |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 2.48% | 1,160,000 | $9.8M | No change |
| THRY Thryv Holdings Inc. | 1.90% | 420,000 | $7.5M | Add +7.7% |
| WD Walker & Dunlop Inc. | 1.62% | 65,000 | $6.4M | No change |
| TPB Turning Point Brands Inc. | 1.47% | 181,500 | $5.8M | Add +13.4% |
| LGIH Lgi Homes Inc. | 1.05% | 46,350 | $4.1M | No change |
| DIBS 1STDIBS.COM Inc. | 0.27% | 240,426 | $1.1M | New |
Portfolio Sells Q1 2024 → Q2 2024
| PPLI People Inc. | Reduce -17.4% | 8.42% | −2.40 |
| UHAL.B U-Haul Holding Co.-Non Voting | Reduce -2.2% | 4.31% | −0.25 |
| META Meta Platforms Inc. Class A | Reduce -12.3% | 9.09% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -9.6% | 9.26% | +0.35 |
| NWSA News Corp. Class A | Reduce -5.6% | 5.73% | +0.36 |
| GOOG Alphabet Inc. Class C | Reduce -7.8% | 5.46% | +0.88 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $53.7M | DAR, GOOG, ENVA, AMZN, CCOI |
| Q1 2026 | 14 | $190.1M | DAR, ENVA, CCOI, AMZN, META |
| Q4 2025 | 14 | $269.6M | ENVA, DAR, CCOI, META, AMZN |
| Q3 2025 | 15 | $261.2M | CCOI, META, DAR, AMZN, ENVA |
| Q2 2025 | 17 | $284.2M | CCOI, META, DAR, AMZN, ENVA |
| Q1 2025 | 16 | $261.5M | CCOI, META, AMZN, PPLI, ENVA |
| Q4 2024 | 17 | $351.8M | CCOI, AMZN, META, ENVA, PPLI |
| Q3 2024 | 18 | $420.6M | CCOI, ESGR, PPLI, META, ENVA |
| Q2 2024 | 18 | $394.9M | CCOI, ESGR, AMZN, META, PPLI |
| Q1 2024 | 17 | $423.8M | CCOI, ESGR, PPLI, META, AMZN |